|
1026
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$233万
|
+$13万
|
+636
|
+5%
|
|
|
1027
|
Everest Management Corp
Cupertino,
California
|
$231万
|
+$819
|
+4
|
+0%
|
|
|
1028
|
Provident Wealth Management
Brentwood,
Tennessee
|
$231万
|
-$8.33万
|
-407
|
-4%
|
|
|
1029
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$231万
|
+$11.7万
|
+574
|
+6%
|
|
|
1030
|
Blue Jean Financial
Albany,
New York
|
$230万
|
+$221万
|
+10,821
|
新規
|
|
|
1031
|
BOK Financial Private Wealth
Denver,
Colorado
|
$230万
|
-$19.3万
|
-944
|
-8%
|
|
|
1032
|
Charis Legacy Partners
Bryan,
Texas
|
$229万
|
+$1万
|
+49
|
+0.5%
|
|
|
1033
|
Red Door Wealth Management
Memphis,
Tennessee
|
$229万
|
+$31.9万
|
+1,560
|
+17%
|
|
|
1034
|
Novare Capital Management
Charlotte,
North Carolina
|
$229万
|
+$6.43万
|
+314
|
+3%
|
|
|
1035
|
|
$228万
|
+$1.25万
|
+61
|
+0.6%
|
|
|
1036
|
Creekside Partners
Petaluma,
California
|
$227万
|
+$3,070
|
+15
|
+0.1%
|
|
|
1037
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$227万
|
-$33.3万
|
-1,627
|
-13%
|
|
|
1038
|
Balentine LLC
Atlanta,
Georgia
|
$225万
|
+$31.1万
|
+1,521
|
+17%
|
|
|
1039
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$224万
|
+$74.6万
|
+3,643
|
+53%
|
|
|
1040
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$223万
|
+$11.9万
|
+580
|
+6%
|
|
|
1041
|
Delta Investment Management
San Francisco,
California
|
$223万
|
-$29.8万
|
-1,456
|
-12%
|
|
|
1042
|
Del-Sette Capital Management
Schenectady,
New York
|
$222万
|
+$135万
|
+6,581
|
+171%
|
|
|
1043
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$221万
|
+$24.7万
|
+1,209
|
+13%
|
|
|
1044
|
NorthRock Partners
Minneapolis,
Minnesota
|
$220万
|
-$378万
|
-18,456
|
-64%
|
|
|
1045
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$219万
|
–
|
–
|
–
|
|
|
1046
|
Cahill Financial Advisors
Edina,
Minnesota
|
$219万
|
-$1.08万
|
-53
|
-0.5%
|
|
|
1047
|
Independent Wealth Advisors
Cary,
North Carolina
|
$218万
|
+$38.9万
|
+1,900
|
+23%
|
|
|
1048
|
Avidian Wealth Enterprises
Houston,
Texas
|
$218万
|
+$24.1万
|
+1,176
|
+13%
|
|
|
1049
|
Talon Private Wealth
The Villages,
Florida
|
$216万
|
+$8.72万
|
+426
|
+4%
|
|
|
1050
|
Peak Retirement Planning
Columbus,
Ohio
|
$215万
|
+$42.8万
|
+2,093
|
+26%
|
|
